LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.4B
1-Year Est. Return 11.1%
This Quarter Est. Return
1 Year Est. Return
+11.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.7B
AUM Growth
+$1.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$45.2M
2
+$35.3M
3
+$19.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.39M
5
SBUX icon
Starbucks
SBUX
+$8.13M

Top Sells

1
+$37.4M
2
+$22.9M
3
+$9.23M
4
AAPL icon
Apple
AAPL
+$7.16M
5
INTC icon
Intel
INTC
+$5.78M

Sector Composition

1 Technology 23.17%
2 Healthcare 14.85%
3 Consumer Staples 14.18%
4 Industrials 13.3%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$994K 0.03%
15,854
+2,732
152
$945K 0.03%
7,416
+324
153
$934K 0.03%
18,055
+1,024
154
$934K 0.03%
22,537
-6,878
155
$844K 0.02%
8,050
156
$785K 0.02%
8,616
157
$762K 0.02%
21,184
+9,284
158
$754K 0.02%
44,240
+2,374
159
$746K 0.02%
18,810
160
$728K 0.02%
5,000
161
$727K 0.02%
6,549
162
$686K 0.02%
91,935
+44,050
163
$683K 0.02%
10,605
164
$678K 0.02%
16,000
-6,352
165
$672K 0.02%
12,000
166
$649K 0.02%
27,500
167
$641K 0.02%
6,533
168
$624K 0.02%
13,685
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169
$621K 0.02%
6,994
+262
170
$621K 0.02%
11,900
-910
171
$621K 0.02%
6,125
-390
172
$615K 0.02%
14,714
-1,819
173
$612K 0.02%
17,850
174
$607K 0.02%
12,256
-11,114
175
$604K 0.02%
60,300
5 6
7
8 9